A detailed history of National Wealth Management Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, National Wealth Management Group, LLC holds 8,041 shares of RDVY stock, worth $512,372. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,041
Previous 4,459 80.33%
Holding current value
$512,372
Previous $244 Million 95.01%
% of portfolio
0.32%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$53.68 - $59.24 $192,281 - $212,197
3,582 Added 80.33%
8,041 $476 Million
Q2 2024

Aug 09, 2024

SELL
$53.05 - $55.95 $26,949 - $28,422
-508 Reduced 10.23%
4,459 $244 Million
Q1 2024

May 17, 2024

SELL
$50.05 - $56.17 $112,712 - $126,494
-2,252 Reduced 31.2%
4,967 $279 Million
Q4 2023

Feb 01, 2024

SELL
$43.44 - $52.04 $6,646 - $7,962
-153 Reduced 2.08%
7,219 $373 Million
Q3 2023

Nov 13, 2023

SELL
$45.58 - $49.58 $124,706 - $135,650
-2,736 Reduced 27.07%
7,372 $339 Million
Q2 2023

Aug 09, 2023

BUY
$42.83 - $47.25 $74,224 - $81,884
1,733 Added 20.69%
10,108 $493 Million
Q1 2023

May 15, 2023

BUY
$42.66 - $48.92 $357,277 - $409,705
8,375 New
8,375 $362 Million
Q4 2022

Nov 17, 2023

SELL
$39.34 - $47.06 $362,085 - $433,140
-9,204 Reduced 47.9%
10,013 $440 Million
Q3 2022

Nov 17, 2023

BUY
$38.88 - $46.42 $460,533 - $549,844
11,845 Added 160.68%
19,217 $747 Million
Q2 2022

Nov 17, 2023

SELL
$40.42 - $49.12 $126,272 - $153,450
-3,124 Reduced 11.38%
24,338 $996 Million
Q1 2022

Nov 17, 2023

SELL
$46.62 - $52.79 $816,269 - $924,300
-17,509 Reduced 38.93%
27,462 $1.35 Billion
Q4 2021

Nov 17, 2023

BUY
$47.66 - $52.06 $1.79 Million - $1.96 Million
37,599 Added 510.02%
44,971 $2.33 Billion

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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